ALESIA FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ALESIA FAMILY FOUNDATION (EIN 95-4750403)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-12
IRS object ID
201443169349100924
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-12T13:44:25-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263534500PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WASSERMAN GROSSMAN & SLOAN LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110990 WILSHIRE BLVD 8TH FLOORAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90024ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954750403EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALESIA FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlALESBusinessNameControlTxt
Phone3109541050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1760AddressLine1
CitySANTA MONICACity
StateCAState
ZIP Code904061760ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD GROSSMANPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone3109541050PhoneNum
Signature2014-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J HACIAPreparerPersonNm
PTINP01376457PTIN
Phone3109541050PhoneNum
Preparation2014-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$881,258FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,316DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,141DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,405NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$17,405GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,405CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$31,725TotalRevAndExpnssAmt
Total Net Invst Incm$29,550TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$279TaxesRevAndExpnssAmt
Taxes Net Invst Incm$107TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$45OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$45OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$324TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$152TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$91,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$91,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$91,324TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$152TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$91,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$59,599ExcessRevenueOverExpensesAmt
Net Investment Income$29,398NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$383,247CashBOYAmt
Cash EOY$297,815CashEOYAmt
Cash EOYFMV$297,815CashEOYFMVAmt
Acct Rcvbl$1,438AcctRcvblAmt
Acct Rcvbl BOY$1,438AcctRcvblBOYAmt
Acct Rcvbl EOY$1,438AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,438AcctRcvblEOYFMVAmt
Corporate Stock BOY$100,000CorporateStockBOYAmt
Corporate Stock EOY$100,000CorporateStockEOYAmt
Corporate Stock EOYFMV$98,400CorporateStockEOYFMVAmt
Other Investments BOY$436,660OtherInvestmentsBOYAmt
Other Investments EOY$462,493OtherInvestmentsEOYAmt
Other Investments EOYFMV$483,605OtherInvestmentsEOYFMVAmt
Total Assets BOY$921,345TotalAssetsBOYAmt
Total Assets EOY$861,746TotalAssetsEOYAmt
Total Assets EOYFMV$881,258TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$5,099AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$5,099AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$916,246RetainedEarningBOYAmt
Retained Earning EOY$856,647RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$921,345TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$861,746TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$921,345TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$861,746TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$921,345TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$59,599ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$861,746SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$861,746TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$17,405GrossSalesPriceAmt
Gain Or Loss$17,405GainOrLossAmt
Gains Minus Excess Or Losses$17,405GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$17,405CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$33,528AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$30,216NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.109611DistributionYr1Rt
Adjusted Qlfy Distri Yr2$114,618AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$820,946NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.139617DistributionYr2Rt
Adjusted Qlfy Distri Yr3$76,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$948,092NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.080688DistributionYr3Rt
Adjusted Qlfy Distri Yr4$192,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,024,761NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.187849DistributionYr4Rt
Adjusted Qlfy Distri Yr5$158,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,308,335NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.121146DistributionYr5Rt
Total Distribution1.638911TotalDistributionRt
Average Distribution0.327782AverageDistributionRt
Net Vl Noncharitable Assets$862,818NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$282,816AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$294NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$283,110AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$91,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$588InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$588SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$588TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$243AppliedToEsTaxAmt
Total Payments And Credits$243TotalPaymentsAndCreditsAmt
Es Penalty$4EsPenaltyAmt
Tax Due$349TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWGS LLPIndividualWithBooksNm
Phone3109541050PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1760AddressLine1
CitySANTA MONICACity
StateCAState
ZIP Code904061760ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSHARON ALESIAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1760AddressLine1
CitySANTA MONICACity
StateCAState
ZIP Code904061760ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$531,179AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$344,778AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$875,957TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$875,957AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,139CashDeemedCharitableAmt
Net Vl Noncharitable Assets$862,818NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,141MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,141MinimumInvestmentReturnAmt
Tax Based On Investment Income$588TaxBasedOnInvestmentIncomeAmt
Total Tax$588TotalTaxAmt
Distributable Before Adj$42,553DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$42,553DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$42,553DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$91,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$91,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$91,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,553DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$94,328ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$141,427ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$29,254ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$73,735ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$32,361ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$371,105TotalExcessDistributionCyovAmt
Qualifying Distributions$91,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$42,553AppliedToCurrentYearAmt
Remaining Distri From Corpus$48,447RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$419,552TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$94,328ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$325,224ExcessDistriCyovToNextYrAmt
Excess From Year4$141,427ExcessFromYear4Amt
Excess From Year3$29,254ExcessFromYear3Amt
Excess From Year2$73,735ExcessFromYear2Amt
Excess From Year1$32,361ExcessFromYear1Amt
Excess From Current Year$48,447ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AHEAD WITH HORSES
10157 JOHANNA AVENUESHADOW HILLSCA91040NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$6,000
CANINE COMPANIONS FOR INDEPENDENCE
2965 DUTTON AVENUESANTA ROSACA95402NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$6,000
CHILDREN OF THE NIGHT
14530 SYLVAN STREETVAN NUYSCA91411NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$6,000
DOCTORS WITHOUT BORDERS USA
333 7TH AVENUE 2ND FLOORNEW YORKNY10001NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$6,000
LOS ANGELES MISSION
303 EAST 5TH STREETLA JOLLAPA90013NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$6,000
MOTION PICTURES & TELEVISION FUND
23388 MULHOLLAND DRIVEWOODLAND HILLSCA91364NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORTPROGRAM SUPPORT$6,000
MAKE A WISH FOUNDATION
2440 HOTEL CIRCLE N 200SAN DIEGOCA92108NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$6,000
SAN DIEGO RESCUE MISSION
PO BOX 80427SAN DIEGOCA92138NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$6,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$6,000
ST VINCENT DE PAUL VILLAGE
3350 E STREETSAN DIEGOCA92102NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$6,000
THE SMILE TRAIN
41 MADISON AVE 28TH FLOORNEW YORKNY10010NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$6,000
SCRIPPS HEALTH FOUNDATION
PO BOX 2669LA JOLLACA92038NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$91,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,316ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,405ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$31,725ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,725TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockHEALTHCARE TRUST OF AMERICA, INC.StockNm
EOY Book Value$100,000EOYBookValueAmt
EOYFMV$98,400EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$462,493BookValueAmt
EOYFMV$483,605EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$45RevenueAndExpensesPerBooksAmt
Net Investment Income$45NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
U.S. TREASURY$172$0$0$0
FOREIGN TAXES$107$107$0$0

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